Title: “Redefining and Reframing Finances”
Guest: Ruchi Pinniger – Watch Her Prosper
Interviewer: Jeffrey Davis – Mage LLC
Finance
“Making Financial Services Accessible” with Jack Boudreau of Habits
Title: “Making Financial Services Accessible”
Guest: Jack Boudreau – Habits
Interviewer: Jeffrey Davis – Mage LLC
“Supporting Entrepreneurs with Financial Services” with Provident Financial Services
Title: “Supporting Entrepreneurs with Financial Services”
Guest: Ben Risser – Provident Financial Services
Interviewer: Jeffrey Davis – Mage LLC
“A Full Financial Partner” with Priya Chanduraj of FinTeam One
Title: “A Full Financial Partner”
Guest: Priya Chanduraj – FinTeam One
Interviewers: Jeffrey Davis – Mage LLC, Evan Macedo – Sapers & Wallack
“Holistic Corporate Financial Tools” with Dan Fletcher of Planful
Title: “Holistic Corporate Financial Tools”
Guest: Dan Fletcher – Planful
Interviewer: Jonathan Freedman – Mage LLC
“Super Regional Commercial Banking” with Colin March of KeyBank
Title: “Super Regional Commercial Banking”
Guest: Colin March – KeyBank
Interviewers: Jonathan Freedman – Mage LLC, Evan Macedo – Sapers & Wallack
“Balancing Benefits“ with Doug Dustin of Sentinel Group
Title: “Balancing Employee Benefits”
Guest: Doug Dustin of Sentinel Group
Interviewers: Jonathan Freedman – Mage LLC, Evan Macedo – Sapers & Wallack
“Changing the Face of Finance“ with Priya Chanduraj of FEI Boston
Title: “Changing the Face of Finance”
Guest: Priya Chanduraj of FEI Boston
Interviewers: Jonathan Freedman – Mage LLC, Evan Macedo – Sapers & Wallack
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“Revealing the Secrets to Family Business Success: 2024 Building Your Great Family Business” Late Winter 2024 FBA Panel [Part 3 of 4]
Title: “Revealing the Secrets to Family Business Success: 2024 Building Your Great Family Business” Late Winter 2024 FBA Panel [Part 3 of 4]
Panelists: Aviva Sapers – Sapers & Wallack, Lloyd Granoff – Granoff Associates, Stephen Wilchins – Wilchins, Cosentino & Novins, Richard Hirschen – Gray, Gray & Gray.
Moderator: Jeffrey Davis – Mage LLC
“Made-for-You Wealth Management” with LEVATUS Wealth Services
Title: “Made-for-You Wealth Management”
Guest: Jessica Grande – LEVATUS Wealth Services
Interviewer: Jonathan Freedman – Mage LLC
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